Getting Started in Nimble

Spend less time shuffling through spreadsheets, social sites and 3rd party apps for your contacts and more time engaging with them w/ Nimble

Written by Ionia Updated over a week ago

Nimble is a social sales and marketing CRM that enables you to store and organize your contacts, create tasks for follow-up reminders, send trackable templated outreach to targeted lists, track to-do's, manage multiple pipelines at once, and much more.

As soon as you sign up for a free 14-day free trial, you will have access to all the features on the Business Plan. Add your team to start tracking communication, contacts, deals, and more.

What's included in Nimble

Today page - View all of your activities for the day

Contacts tab - View all of your contacts in one list and organized groups

Contact Record -Enrich your contact database with social intelligence to see who they are, what their interests are, their interactions and more.

Messages tab- Store records of past communication and engage directly with your customers from within Nimble

Take Nimble anywhere you work on the web including your Office 365 and G Suite Inboxes with our Nimble Smart Contacts App. Check out this article for a complete walkthrough: Get Started: Adding Widgets and Mobile Apps

The app is available for Chrome, Safari, Firefox and Edge browsers and can also be downloaded to your Office 365, G Suite and personal Gmail Inboxes. Download the app here: https://www.nimble.com/widget/

STEP 5: Configure Custom Fields

Configuring Custom Fields is a key way to support specific data capture requirements that are unique to your company. To create Custom Tabs and Fields, visit Settings >> Data Fields and take a look at this support article: Custom Data Fields

Our Customer Success Team is available Monday - Friday from 9AM to 5PM PT and we're here to make sure you have a successful start with Nimble. We offer so many ways to get in touch with our team including the following: